2020 Tax Update for the Tax Planner – Part 2
This is our second posting on the topic, so please check out Thursday’s blog, if you missed it. There have
Category: Individual Strategies
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Recent blogs
2020 Tax Update for the Tax Planner – Part 1
There have been so many tax changes this year! As you might expect, it is difficult to cover them all.
Forgivable Expenses
Good news on forgivable expenses! There is a lot more that is eligible for forgiveness, and not just for new
Life Insurance Policy Loan: A Tax Nightmare
Bruce Brown fell into the life insurance policy loan trap. Brown, a commercial litigation attorney, purchased a life insurance policy
Practitioners Cheer IRS Guidance on Minimum Distribution Waiver
The IRS served up a list of answers — and some perks — for taxpayers in its latest guidance on
Tax Free Growth with a Roth IRA
Roth IRAs are owned by 19 percent of all U.S. households. If you are younger than age 50, you can
4 Ways to Reduce Taxes on Foreign Earned Income
If you have a client who is an expat working in a foreign country, or if your client is a
The Pass-Through Entity Workaround to Beat the SALT Limitation
In the past year, several states have created a pass-through entity tax (PET) to circumvent the $10,000 cap for the
Help Your Small Business Clients Avoid an IRS Audit
As a tax professional, you are well aware that every one of your business clients has two main goals at
Are Your Clients Taking Advantage of Sellable Tax Credits?
State governments realize the economic benefit of spending billions of dollars on tax credits. Are your clients taking advantage of
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